Notes, fields and next steps, synced automatically.
Your CRM, filled in after every call
You choose which fields to fill, from deal stage to follow-up date. Robonote writes them on the right record, so your CRM stays complete.
More selling timeNo after-call typing.
Complete recordsEvery call logged, every field filled.
Your fieldsMap anything to any CRM field.
Which CRMs do you work with?
Any CRM, through a REST API or a webhook.
What gets written to the CRM?
Summaries, scores, next steps and any field you choose.
Do agents need to do anything?
No. It syncs by itself after every call.
Does it work with an in-house CRM?
Yes, through a REST API or a webhook.
How long does setup take?
A few days. Our team does it with you.